Roger Bruce Palley
Analyst-Equity bij First Foundation Advisors
Actieve functies van Roger Bruce Palley
Bedrijven | Functie | Begin | Einde |
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First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Analyst-Equity | 01-11-2009 | - |
Portefeuillebeheerder-Aandelen | 01-11-2009 | - |
Loopbaan van Roger Bruce Palley
Eerdere bekende functies van Roger Bruce Palley
Bedrijven | Functie | Begin | Einde |
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Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Analyst-Equity | - | 30-11-2009 |
Analist-Vaste Inkomen | - | 30-11-2009 | |
Portefeuillebeheerder-Aandelen | - | 30-11-2009 | |
Portfolio Manager-Fixed Income | - | 30-11-2009 | |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Corporate Officer/Principal | - | - |
Wells Fargo Alternative Asset Management LLC
Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Corporate Officer/Principal | 15-12-2009 | - |
Opleiding van Roger Bruce Palley
University of Denver | Undergraduate Degree |
University of Southern California | Graduate Degree |
The California State University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Graduate Degree | 2 |
Sectoraal
Finance | 5 |
Consumer Services | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
Wells Fargo Alternative Asset Management LLC
Wells Fargo Alternative Asset Management LLC Investment ManagersFinance Founded in 2002, Wells Fargo Alternative Asset Management LLC is a fund-of-hedge fund manager located in San Francisco. The firm is a wholly-owned subsidiary of Wells Fargo Investment Group, Inc., which is a wholly-owned subsidiary of Wells Fargo & Co. (NYSE: WFC). Wells Fargo Alternative Asset Management creates and serves as the advisor to investment products appropriate for sophisticated investors and certain institutional investors that have a relationship with a representative of one or more Wells Fargo & Co. affiliates including Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Finance |
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
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